Whether you're a long-time member or new to the community, we’d love to see you there! 📅 June 11, 2026 📍 Bavarian Bierhaus | 700 W Lexington Blvd, Glendale, WI 53217 ⏰ 5:00 – 8:00 PM 💲 Event Fee: $5 Don’t miss this chance to unwind, connect, and grow your professional network
06-11-2026 | 17:00 - 20:00 CT Glendale WI
Learn the latest on Medi-Cal eligibility, asset protection, spousal income strategies, and public benefits for in-home care and placement. Breakfast at 7:15 AM, presentation at 8:00 AM. 1 hour CFP CE pending
11-13-2025 | 07:15 - 09:00 PT San Diego CA
Follow the 8 steps below to increase the chances that your assets are protected
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Save the date for the 2026 Financial Planning Symposium at The Osthoff Resort & Spa!
09-29-2026 09:00 - 09-30-2026 17:00 CT Elkhart Lake WI
Focus on broad subject matter areas first, then zero in on the details. Here are 7 things to include in your social media marketing plan: 1
The June 2026 FPA Latino Knowledge Circle will be held on June 5th at 3 pm ET
06-05-2026 | 15:00 - 16:00 ET
Unfortunately, the elderly are frequently targeted in fraudulent schemes because the individuals carrying out these scams believe these individuals are more vulnerable and are more likely to have accumulated wealth. What follows are seven of the most recent and common scams targeting elderly...
Want to learn more about the in's and out's of FPA Connect? Join us for an in-person training where we will make sure to get all your questions answered!
Kick off 2026 with clarity, confidence, and connection
01-22-2026 | 09:00 - 16:45 PT San Diego CA
The June 2026 Women & Finance Knowledge Circle will be held on Thursday, June 11th at 2 pm ET
06-11-2026 | 14:00 - 15:00 ET
1290 Broadway, Suite 1625Denver, CO 80203
Phone(800) 322-4237
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